Integrate Insightly with JobNimbus

Send information between Insightly and JobNimbus automatically, without writing any code, using Zoho Flow.

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Set up tasks in JobNimbus when new tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in JobNimbus whenever a new task is initiated in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in JobNimbus.
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Set up tasks in JobNimbus when new tasks are initiated in Insightly

Insightly + JobNimbus

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Initiate an event in Insightly when a task is created in JobNimbus

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in JobNimbus.

How it works
  1. The flow triggers when a new task is created in JobNimbus.
  2. Zoho Flow creates a new event in Insightly.
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Initiate an event in Insightly when a task is created in JobNimbus

JobNimbus + Insightly

Build your own integrations between Insightly and JobNimbus

Connect Insightly and JobNimbus with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and JobNimbus using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

Task created

Triggers when a new task is created

Task created or updated

Triggers when a task is created or updated

Contact created

Triggers when a new contact is created

Job created

Triggers when a new job is created

Job updated

Triggers when the details of an existing job are updated

Activity updated

Triggers when the details of an existing activity are updated

Task updated

Triggers when the details of an existing task are updated

Job created or updated

Triggers when a job is created or updated

Contact created or updated

Triggers when a contact is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Activity created

Triggers when a new activity is created

Activity created or updated

Triggers when an activity is created or updated

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Create task

Creates a new task

Create contact

Creates a new contact

Create activity

Creates a new activity

Create job

Creates a new job

Update task

Updates the details of an existing task

Update activity

Updates the details of an existing activity

Update job

Updates the details of an existing job

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task using ID

Fetch activity

Fetches the details of an existing activity using ID

Fetch job

Fetches the details of an existing job using ID

Fetch contact

Fetches the details of an existing contact using ID

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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